Webinar: 2026 Innovate Virtual Summit by Stonewood Financial

Stonewood Financial

Innovate: Virtual Summit

June 10, 11 & 12 | 11 a.m. to 1 p.m. ET

Ready to grow your practice with the industry's most powerful retirement tax training? Over three days, you'll learn the latest strategies for taxes and IRMAA, income planning, legacy assets and more. This training is specifically designed for growth-minded advisors looking to attract and serve higher-net-worth clients.

Join us and learn:
- The latest legislative developments from Washington - and how to help your clients prepare
- How to optimize Roth conversions in today's post-OBBBA environment
- Three ways to drive life and annuity sales using Roth conversions
- How to create legacy plans that blend multiple tax-free strategies for maximum results
- Today's top-converting tax messages for outbound marketing, seminars, social media and email funnels
- And more!

Meet the Presenters

Becky Ruby Swansburg

CEO of Stonewood Financial

Becky is the nation's leading expert on legislative risk in retirement. She brings powerful insights from her work in the White House and on Capitol Hill to help you postion tax-free strategies in today's post-OBBBA environment.
Neil Wilding

COO of Stonewood Financial

Neil is our industry's leading expert on Roth structure and optimization. With a background in managed money, annuities, and life insurance, Neil helps advisors leverage tax-free strategies to address today's emerging retirement risks.
Tyler Randall

National Sales Director at Stonewood Financial

Tyler is an expert coach for advisors looking to open tax conversations with their clients. With a background in advanced financial strategies, he'll teach you how to structure a sales process that drives results.
Steep Marketing

Steep Marketing helps financial advisors attract and convert high-quality prospects through proven seminar and webinar marketing strategies. Their turnkey campaigns are designed to drive consistent growth, fill calendars, and deliver measurable results.

Virtual Sessions

Day 1 | Innovate Virtual Summit | June 10

Wednesday, June 10, 2026 · 11:00 AM EDT

Tax Outlook 2026
Washington can have a significant impact on your client's retirement - now and in the decades to come. Learn how to position today's short-term and long-term tax outlooks, and discover new strategies to protect your clients in retirement.

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Day 2 | Innovate Virtual Summit | June 11

Thursday, June 11, 2026 · 11:00 AM EDT

Roth Conversions Post-OBBBA
Roth conversions are most valuable - and more complex - than ever before. Learn how to evaluate taxes and IRMAA for your clients, and optimize Roth strategies in today's tax and legislative environment.

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Day 3 | Innovate Virtual Summit | June 12

Friday, June 12, 2026 · 11:00 AM EDT

Maximizing Your Client's Legacy
If your clients have excess IRA funds they plan to leave to heirs, this session is for you. You'll learn how to identify and optimize legacy funds to minimize taxes and maximize value - for your clients AND their heirs.

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